For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger.
As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market, guidance matters more than the headline numbers. I'm staying bullish on both companies over the long term and letting fundamentals—not short-term volatility—guide my decisions.
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